Publicly Traded Securities

A viable alternative to a cash gift is a gift of appreciated securities. If you have owned the stocks or securities for more than one year, you are entitled to a charitable income tax deduction for the fair market value of your gift to the fullest extent permitted by law. You also avoid paying capital gains tax on the appreciation of the securities.

For more information on the RMU Heritage Society or to set up your planned giving plan, please contact Kimberley A. Hammer, Esq., vice president for development, institutional advancement, at 412-397-6413 or hammerk@rmu.edu.